Amalgamated Bank’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-40,704
Closed -$600K 2205
2021
Q2
$600K Buy
+40,704
New +$600K ﹤0.01% 1528
2020
Q2
Sell
-13,616
Closed -$97K 1709
2020
Q1
$97K Sell
13,616
-522
-4% -$3.72K ﹤0.01% 1496
2019
Q4
$170K Buy
14,138
+1,343
+10% +$16.1K ﹤0.01% 1676
2019
Q3
$149K Sell
12,795
-189
-1% -$2.2K ﹤0.01% 1601
2019
Q2
$157K Buy
12,984
+313
+2% +$3.79K ﹤0.01% 1634
2019
Q1
$139K Buy
12,671
+432
+4% +$4.74K ﹤0.01% 1572
2018
Q4
$129K Buy
12,239
+77
+0.6% +$812 ﹤0.01% 1493
2018
Q3
$166K Sell
12,162
-35
-0.3% -$478 ﹤0.01% 1351
2018
Q2
$194K Buy
12,197
+318
+3% +$5.06K ﹤0.01% 1584
2018
Q1
$179K Sell
11,879
-153
-1% -$2.31K ﹤0.01% 1480
2017
Q4
$186K Buy
12,032
+812
+7% +$12.6K 0.01% 1518
2017
Q3
$186K Sell
11,220
-166
-1% -$2.75K 0.01% 1462
2017
Q2
$175K Buy
11,386
+290
+3% +$4.46K 0.01% 1468
2017
Q1
$182K Buy
11,096
+16
+0.1% +$262 0.01% 1392
2016
Q4
$183K Buy
+11,080
New +$183K 0.01% 1405